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Marriage & Money Workshop - Sat June 23rd

Marriage & Money LLC
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Endorsed by Curators:
Jun 23 8:00AM - 12:00PM

Most people know money is the leading cause of stress in relationships, but few couples address money in depth.Professionals lead this information-packed workshop to give couples a head starton addressing the complexities both of finances and money conversations.

Marriage & Money: Planning For Forever After Workshop is the only interactive live event addressing: finances as a couple, effective communication, and each partners money values. Today's couples need more than basic budget and debt management, they need a complete roadmap to build a solid foundation.

Why Attend?

  • Develop better communication with your partner
  • Find common ground and plan together
  • reduce financial stress before it becomes a problem
  • Understand your complete financial picture

Who should join?

  • Engaged, newly married, cohabitating, seasoned married couples
  • Traditional, non-traditional, blended families
  • Couples who want to foster healthy dialogue
  • Partners who want to define their financial future together

Who we are?

A consortium of licensed, certified, experienced professionals in the fields of financial planning, relationship conflict resolution, and family law.

Our partnership - One Plan.


What are my transportation/parking options for getting to and from the event?

Parking is free in the lot adjacent to the building.

What can I bring into the event?

You may bring food/drink as light refreshments will be supplied. Please no children or pets due to Club policies.

How can I contact the organizer with any questions?

please email

Is my registration fee or ticket transferrable?

You may transfer your ticket without charge. Please email request to

Q: What makes this different?

There are no programs (that we are aware of) that partner financial planners, estate planners, and therapist on money anxieties without selling an investment/insurance product. We are giving you the proverbial peek behind the curtain so you can ask the right questions of your professionals, have an integrated message, and in a positive environment.

Q: Isnt this just a disguised sales pitch?

Our goal is simply to expose the components of financial planning and effective communication. We ARE NOT selling investment or insurance products. The pitch IS to expose the moving parts, understand it, create it, or potentially work with professionals that can assist you.

Q: what do attendees receive?

  • A Value System worksheet
  • Sample Cash Flow statement
  • Net Worth Statement
  • A Guide to an effective Financial Planning
  • 10 Things to expect out of your financial advisor/planner
  • 4 Estate Planning legal documents that most couples need in marriage
  • 5 things your Bank doesnt want you to know
  • List of Resources most used by recently married Couples

The Value of the is workshop can be significant. Our goal is to be the most valuable workshop you will attend.

Q: Can't I get this content for free?

Free advice from your family & friends is the reason we created this workshop no offense to your favorite Uncle or Aunt. We are credentialed professionals who work in our respective field. On average, we charge +$200/hour or more each for our time so the rate is simply combining these into one session. Instead of offering this for free with the expectation that you will become clients, we are charging a reasonable rate for an integrated message on financial planning for couples. If you decide to work with one or all of us, that is great but the current price is (ad free) version because even we hate listening to sales pitches too. Also, weve found a strong inverse relationship between the price and the attendee cancelations.

Q: 100% Money back guarantee?

We fully expect to meet your expectations with this workshop. If you are not satisfied with arrangements, we offer a 100% money back guarantee.

Q: What if I'm not able to attend?

You will have the opportunity to apply your funds to another session. Please note these classes are offered at least monthly throughout the year.

Q: Are both parties required and expected?

While it the full value is realized by both parties attending. We do not have a price for single individuals.

Q: How is this different than marriage counseling?

We actually developed this program from the feedback from counseling and therapy community. This workshop is not a replacement for pre or post marriage counseling or therapy. We do however; delve a little deeper into the financial and legal aspects than typically offered in marriage counseling regarding budgeting and debt management.

Q: What products are you selling?

No investment products/insurance will be discussed. Our value is our advice and addressing decisions that most likely for married couples. Like a test prep course, we cant guarantee what your need but we can approach how to various challenges you may face.

Q: My partner doesn't want to go?

Anxiety around money is a very common but understated fear that people have. We have a therapist to address this very concern. As stated previously, its better when both parties attend but having one party attend is better than none at all.

Q: Can I add this to our wedding registry?

Yes. Use this link. Note: tickets to the workshop bought for other people will be considered a completed gift and should be recognized as such for tax and legal purposes.

Q: Do you have to be engaged or currently married to attend?

No but several legal aspects are addressing community property which only applies to married couples.

Q: Are recordings available?

We expect to have this available later this year. However, a huge advantage is the live interactive workshop that allows couples to ask questions of the professionals, hear from other couples, and work on skills together in a positive environment.

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